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Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Ameritas Investment Partners
Nebraska
$10.2M -$156K -763 -2%
QF
702
QVT Financial
New York
$10.2M
BCM
703
Banyan Capital Management
Georgia
$10.2M -$86.3K -422 -0.9%
BCM
704
Bridgeway Capital Management
Texas
$10.2M -$3.4M -16,600 -26%
KLI
705
Kelman-Lazarov Inc
Tennessee
$10.2M -$503K -2,461 -5%
ASN
706
Advisory Services Network
Georgia
$10.1M +$308K +1,504 +3%
MCA
707
Mercer Capital Advisers
New Jersey
$10.1M -$189K -925 -2%
SC
708
Sepio Capital
Utah
$10.1M +$1.81M +8,856 +23%
WFG
709
Wills Financial Group
Virginia
$10.1M -$132K -645 -1%
EFM
710
Ennismore Fund Management
United Kingdom
$10.1M
CA
711
Cornerstone Advisory
Maryland
$10.1M -$2.05M -10,000 -17%
Mirae Asset Global Investments
712
Mirae Asset Global Investments
South Korea
$10M +$399K +1,951 +4%
SS
713
Simplicity Solutions
Minnesota
$10M +$614K +3,003 +7%
AC
714
Alexandria Capital
Virginia
$9.96M -$73.2K -358 -0.8%
CAM
715
Cresset Asset Management
Illinois
$9.93M +$281K +1,372 +3%
Skandinaviska Enskilda Banken (SEB)
716
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.92M -$18.8M -91,904 -66%
CPA
717
Court Place Advisors
Maryland
$9.9M +$35K +171 +0.4%
PAM
718
Peak Asset Management
Colorado
$9.9M +$1.09M +5,324 +13%
BWM
719
Buckley Wealth Management
Nevada
$9.83M -$262K -1,283 -3%
VCM
720
Violich Capital Management
California
$9.81M -$245K -1,200 -3%
CAM
721
CenterStar Asset Management
Illinois
$9.79M
TCCM
722
Timber Creek Capital Management
Massachusetts
$9.71M -$184K -898 -2%
LNB
723
Ledyard National Bank
$9.69M -$32.7K -160 -0.4%
SI
724
Sprott Inc
Ontario, Canada
$9.64M
MCM
725
Murphy Capital Management
New Jersey
$9.62M +$76.5K +374 +0.8%

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.